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iShares MBS ETF

678 hedge funds and large institutions have $17.9B invested in iShares MBS ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 235 increasing their positions, 296 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
-17
Holders Change %
-2.45%
% of All Funds
11.72%
Holding in Top 10
42
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.29%
% of All Funds
0.73%
New
66
Increased
235
Reduced
296
Closed
76
Calls
$211M
Puts
$54.8M
Net Calls
+$157M
Net Calls Change
+$21.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
301
Cobblestone Capital Advisors
New York
$1.22M -$16.7K -182 -1%
GEM
302
Global Endowment Management
North Carolina
$1.22M
DAS
303
Dynamic Advisor Solutions
Arizona
$1.19M -$419K -4,571 -26%
GM
304
GeoWealth Management
Illinois
$1.19M -$243K -2,651 -17%
CGFA
305
Colton Groome Financial Advisors
North Carolina
$1.17M +$88.1K +962 +8%
PA
306
Parkside Advisors
California
$1.17M -$451K -4,927 -28%
WP
307
WealthShield Partners
North Carolina
$1.16M -$14.1K -154 -1%
T
308
TRUADVICE
Florida
$1.16M +$770K +8,525 +200%
SF
309
Synovus Financial
Georgia
$1.15M -$67.9K -744 -6%
SB
310
Strategic Blueprint
Georgia
$1.12M -$40.8K -446 -4%
CFD
311
Creative Financial Designs
Indiana
$1.09M -$110K -1,197 -9%
Comerica Bank
312
Comerica Bank
Texas
$1.08M -$35.6K -402 -3%
TI
313
tru Independence
Oregon
$1.07M -$14.5K -158 -1%
RJT
314
Raymond James Trust
Florida
$1.06M -$41K -448 -4%
SWM
315
Scissortail Wealth Management
Oklahoma
$1.06M -$6.54M -72,529 -86%
PA
316
PFG Advisors
Arizona
$1.06M +$1.06M +11,536 New
RIA
317
Regal Investment Advisors
Michigan
$1.05M -$47.3K -517 -4%
RFG
318
Range Financial Group
Oregon
$1.05M -$143K -1,559 -12%
WA
319
WBH Advisory
Maryland
$1.04M +$304K +3,318 +41%
SC
320
Sierra Capital
Florida
$1.04M +$246K +2,684 +31%
TPCW
321
TD Private Client Wealth
New York
$1.03M -$1.35M -14,742 -57%
WIM
322
WealthPlan Investment Management
Nebraska
$1.02M +$1.02M +10,725 New
DADC
323
D.A. Davidson & Co
Montana
$1M +$19.5K +213 +2%
CAM
324
Cresset Asset Management
Illinois
$970K +$15.1K +165 +2%
KWS
325
Keystone Wealth Services
California
$958K -$29.8K -326 -3%